Legacy Wealth Asset Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.12M Sell
2025
Q2
$4.21M Sell
2025
Q1
$4.57M Buy
2024
Q4
$5.14M Sell
2024
Q3
$5.58M Sell
2024
Q2
$5.12M Buy
2024
Q1
$4.07M Buy
2023
Q4
$3.9M Sell
2023
Q3
$3.51M Buy
2023
Q2
$3.98M Buy
2023
Q1
$3.38M Sell
2022
Q4
$2.68M Sell
2022
Q3
$2.87M Sell
2022
Q2
$2.84M Sell
2022
Q1
$3.69M Sell
2021
Q4
$3.75M Sell
2021
Q3
$3.03M Buy
2021
Q2
$2.92M Sell
2021
Q1
$2.62M Sell
2020
Q4
$2.87M Buy